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Disclosery

IUSG ISHARES TR

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ETF (fund)

854 managers (870 13F filers) reported a position in IUSG shares at 2026-03-31, 133,283,236 shares in all. 63 filers opened a position and 69 filers sold out during the quarter.

Managers
854
13F filers
870
New
63
Added
293
Reduced
289
Sold out
69
Shares held by filers
133,283,236

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FC Advisory LLC4,990$774K0.23%013F-HRTimeline
RPG Investment Advisory, LLC4,982$773K0.09%+41613F-HRTimeline
Waterloo Capital, L.P.4,977$772K0.05%+16913F-HRTimeline
FORTE ASSET MANAGEMENT LLC4,949$768K0.34%013F-HRTimeline
Hoxton Planning & Management, LLC4,929$765K0.23%+13613F-HRTimeline
BEARING POINT CAPITAL, LLC4,900$760K0.12%-1,80013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,892$759K0.04%-1,36113F-HRTimelineGroup
WHITTIER TRUST CO4,802$758K0.01%013F-HRTimeline
Insight Wealth Strategies, LLC4,884$758K0.08%-86113F-HRTimeline
Financial Partners Group, Inc4,864$755K0.09%+13913F-HRTimeline
Kaizen Financial Strategies4,344$752K0.32%+513F-HRTimeline
Integrated Wealth Management4,837$750K0.86%-61613F-HRTimeline
Octavia Wealth Advisors, LLC4,797$744K0.07%+16713F-HRTimeline
Legacy Financial Advisors, Inc.4,756$738K0.1%013F-HRTimeline
Boyd Wealth Management, LLC4,712$731K0.31%+39513F-HRTimeline
Legacy Private Trust Co.4,700$729K0.05%-14,60013F-HRTimeline
Empirical Asset Management, LLC4,680$726K0.19%-30513F-HRTimeline
TrueWealth Financial Partners4,667$724K0.29%new13F-HRTimeline
SeaCrest Wealth Management, LLC4,653$722K0.08%-52313F-HRTimeline
MidFirst Bank4,636$719K0.06%013F-HRTimeline
NWAM LLC4,596$713K0.04%-70313F-HRTimeline
BENNETT SELBY INVESTMENTS LP4,585$711K0.25%-6513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,570$709K<0.01%-46813F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…4,561$708K0.12%-5513F-HRTimeline
One Charles Private Wealth Services, LLC4,501$698K0.17%-1,29413F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT4,152$697K0.89%13F-HRTimeline
Weaver Consulting Group4,462$692K0.16%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,444$689K0.01%+31613F-HRTimelineGroup
GWN SECURITIES INC.4,424$686K0.13%-813F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC4,091$685K0.29%-33113F-HRTimeline
Sage Financial Management Group, Inc.4,404$683K0.21%-18413F-HRTimeline
Simplicity Wealth,LLC4,400$682K0.04%-61213F-HRTimeline
Valeo Financial Advisors, LLC4,398$682K0.02%-46413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,360$676K<0.01%013F-HRTimelineGroup
Annex Advisory Services, LLC4,275$663K0.01%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.4,255$660K0.38%013F-HRTimeline
FourThought Financial Partners, LLC4,201$652K0.06%-2713F-HRTimeline
Clark Capital Management Group, Inc.4,197$651K<0.01%+1,39813F-HRTimeline
Wealthspire Retirement, LLC4,178$648K0.04%013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding4,166$646K0Timeline
Wealthspire Advisors, LLC4,134$641K0.01%+18913F-HRTimeline
LIBRA WEALTH LLC4,133$641K0.18%013F-HRTimeline
Sterling Capital Management LLC4,113$638K0.01%+8313F-HRTimeline
Headlands Technologies LLC4,101$636K0.07%new13F-HRTimeline
Three Bridge Wealth Advisors, LLC4,093$635K0.17%+213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,046$628K0.14%-13513F-HRTimeline
Thayer Financial, L.L.C.4,001$621K0.63%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,000$620K0.11%013F-HRTimeline
Meridian Wealth Advisors, LLC4,000$620K0.08%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,971$616K0.01%013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,958$614K<0.01%+6513F-HRTimelineGroup
Soltis Investment Advisors LLC3,946$612K0.04%+9213F-HRTimeline
Elm Partners Management LLC4,100$611K0.03%-4813F-HRTimeline
Melone Private Wealth, LLC3,930$610K0.25%+213F-HRTimeline
PMG Wealth Management, Inc.3,829$594K0.43%-5613F-HRTimeline
Fielder Capital Group LLC3,746$581K0.13%013F-HRTimeline
Financial Engines Advisors L.L.C.3,744$581K<0.01%+22013F-HRTimeline
Beaumont Financial Advisors, LLC3,678$571K0.04%013F-HRTimeline
55 North Private Wealth, LLC3,652$566K0.15%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,553$551K0.01%-42913F-HRTimelineGroup
Monument Capital Management3,551$551K0.14%+24013F-HRTimeline
Denver PWM, LLC2,957$549K0.19%-3,97713F-HRTimeline
Bright Futures Wealth Management, LLC.3,540$549K0.38%+113F-HRTimeline
Savvy Advisors, Inc.3,524$547K0.01%-16513F-HRTimeline
First City Capital Management, Inc.3,440$534K0.28%013F-HRTimeline
Fiduciary Alliance LLC3,083$533K0.03%+1,30613F-HRTimeline
Smartleaf Asset Management LLC3,571$532K0.02%-1,89013F-HRTimeline
Peterson Wealth Advisors, LLC3,399$527K0.07%+313F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,385$525K0.09%-613F-HRTimelineGroup
NORDEN GROUP LLC3,360$521K0.05%013F-HRTimeline
Wealthquest Corp3,338$518K0.04%-79613F-HR/ATimeline
Magnus Financial Group LLC3,327$516K0.04%+12913F-HRTimeline
ADAPT WEALTH ADVISORS, LLC3,318$515K0.19%-413F-HRTimeline
Linscomb Wealth, Inc.3,277$508K0.02%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,260$506K0.01%+2813F-HRTimeline
Avior Wealth Management, LLC3,253$505K0.01%-1,28113F-HRTimeline
Collier Financial3,252$504K0.38%+28213F-HRTimeline
ALTFEST L J & CO INC3,243$503K0.05%013F-HRTimeline
Advisors Capital Management, LLC3,232$501K0.01%-41313F-HRTimeline
DAVENPORT & Co LLC3,218$499K<0.01%-7513F-HRTimeline
Anchor Investment Management, LLC3,203$497K0.04%+14313F-HRTimeline
Dorsey & Whitney Trust CO LLC3,200$496K0.03%013F-HRTimeline
Premier Path Wealth Partners, LLC3,197$496K0.06%+56513F-HRTimeline
POTENTIA WEALTH3,137$487K0.19%013F-HRTimeline
Connecticut Wealth Management, LLC3,125$485K0.02%+213F-HRTimeline
Stone Summit Wealth LLC3,118$484K0.13%new13F-HRTimeline
United Advisor Group, LLC3,106$482K0.06%-713F-HRTimeline
NOVEM GROUP3,098$481K0.06%+813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,092$480K0.01%+1,87313F-HRTimelineGroup
Maridea Wealth Management LLC3,065$475K0.07%+65513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,058$474K0.12%+4313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,055$474K0.02%-33213F-HRTimelineGroup
Allen Capital Group, LLC3,053$474K0.04%-1,67013F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,039$471K0.25%+5413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,031$470K<0.01%-16413F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…3,035$470K0.14%-9613F-HRTimeline
Kovack Advisors, Inc.2,984$465K0.02%-5,77713F-HRTimeline
OARSMAN CAPITAL, INC.2,963$460K0.06%-75713F-HRTimeline
Pallas Capital Advisors LLC2,923$453K0.02%013F-HRTimeline
Armbruster Capital Management, Inc.2,900$450K0.07%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,865$444K0.06%+41513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,847$442K<0.01%+10213F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,838$440K<0.01%013F-HRTimelineGroup
FF Advisors,LLC2,510$439K0.18%013F-HRTimeline
Peak Planning Group, LLC2,819$437K0.12%-13013F-HRTimeline
DAGCO, INC.2,815$437K0.09%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,807$435K0.01%-30013F-HRTimeline
Mill Creek Capital Advisors, LLC2,792$433K0.01%+1,03813F-HRTimeline
Financial Planning Hawaii, Inc.2,785$432K0.25%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,781$431K0.12%new13F-HRTimeline
TRUE Private Wealth Advisors2,742$425K0.04%-22513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,710$420K<0.01%013F-HRTimeline
Westmount Partners, LLC2,694$418K0.1%+213F-HRTimeline
HUB Investment Partners, LLC2,641$410K0.01%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,630$408K0.03%013F-HRTimeline
Composition Wealth, LLC2,625$407K0.01%-8913F-HRTimeline
Founders Financial Alliance, LLC2,618$406K0.07%+2,54913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,613$405K0.01%+78613F-HR/ATimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,600$403K0.01%-32013F-HRTimelineGroup
WealthCare Investment Partners, LLC2,527$399K0.11%-1713F-HRTimeline
Northside Capital Management, LLC2,570$399K0.04%013F-HRTimeline
M1 Capital Management LLC2,532$393K0.18%-6913F-HRTimeline
GenWealth Group, Inc.2,525$392K0.07%013F-HRTimeline
HOEY INVESTMENTS, INC2,500$388K0.06%-50013F-HRTimeline
Frederick Financial Consultants, LLC2,480$385K0.19%+813F-HRTimeline
HEADINVEST, LLC2,455$381K0.08%013F-HRTimeline
GREENWOOD GEARHART LLC2,431$377K0.02%-50013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,286$376K0.06%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,425$376K0.01%013F-HRTimeline
Ellevest, Inc.2,424$376K0.05%-6613F-HRTimeline
American Trust2,410$374K0.03%+2313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,409$374K0.18%-8913F-HRTimeline
Birchwood Financial Partners, Inc.2,409$374K0.36%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,400$372K0.01%013F-HRTimeline
Key Financial Inc2,400$372K0.07%-2013F-HRTimeline
Fisher Asset Management, LLC2,386$370K<0.01%-86613F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,373$368K0.07%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,372$368K<0.01%+12913F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB2,370$368K0.02%013F-HRTimeline
Joel Isaacson & Co., LLC2,343$363K0.01%+313F-HRTimeline
WEALTH ALLIANCE, LLC2,322$360K0.04%+9613F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.2,314$359K0.08%013F-HRTimeline
Family Legacy Financial Solutions, LLC2,255$355K0.29%-12913F-HRTimeline
SIGNATUREFD, LLC2,284$354K0.01%+22113F-HRTimeline
Colonial River Investments, LLC2,284$354K0.13%-33713F-HRTimeline
LEE DANNER & BASS INC2,282$354K0.02%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,253$349K<0.01%013F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC2,248$349K0.01%-1,41213F-HRTimeline
OLD NATIONAL BANCORP /IN/2,241$348K0.01%-3113F-HRTimeline
West Branch Capital LLC2,221$344K0.09%-413F-HRTimeline
Cannon Financial Strategists, Inc.2,220$344K0.05%+213F-HRTimeline
Seascape Capital Management2,202$342K0.1%+34913F-HRTimeline
Providence Financial Advisors, LLC2,200$341K0.19%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,167$336K0.01%013F-HRTimeline
Centurion Wealth Management LLC2,165$336K0.08%013F-HRTimeline
Community Financial Services Group, LLC2,127$334K0.06%+66513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,143$332K0.01%+92913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,141$332K<0.01%-15413F-HRTimeline
Continuum Advisory, LLC2,140$332K0.03%+1613F-HRTimeline
Nikulski Financial, Inc.2,135$331K0.08%-49513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,135$331K0.02%+11813F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC2,116$328K0.06%+313F-HRTimeline
Crescent Grove Advisors, LLC2,113$328K0.03%-33113F-HRTimeline
KFA Private Wealth Group, LLC2,087$324K0.08%-29113F-HRTimeline
Parkway Wealth Management Group, LLC1,958$322K0.04%+12013F-HRTimeline
Financial Perspectives, Inc2,069$321K0.09%+213F-HRTimeline
Onyx Bridge Wealth Group LLC2,066$320K0.03%013F-HRTimeline
CWA Asset Management Group, LLC2,048$318K0.01%013F-HRTimeline
INSTRUMENTAL WEALTH, LLC2,045$317K0.2%+213F-HRTimeline
Indiana Trust & Investment Management Co2,033$315K0.1%013F-HRTimeline
J HAGAN CAPITAL, INC.2,028$315K0.17%new13F-HRTimeline
CRUX WEALTH ADVISORS2,022$314K0.12%+313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,015$313K<0.01%-4513F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC2,012$312K0.06%+113F-HRTimeline
Modern Wealth Management, LLC1,981$311K0.01%new13F-HRTimeline
IFP Advisors, Inc1,998$310K0.01%-98313F-HRTimeline
Belvedere Trading LLC1,990$309K0.04%+76413F-HRTimeline
Oak Asset Management, LLC1,987$308K0.11%+4913F-HRTimeline
SPWM Advisors LLC1,650$307K0.27%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,974$306K0.01%-4613F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,961$304K0.06%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,952$303K0.02%-2,75313F-HRTimelineGroup
Tidemark, LLC1,926$299K0.08%new13F-HRTimeline
KWB Wealth1,777$298K0.03%013F-HRTimeline
Leisure Capital Management1,924$298K0.1%013F-HRTimeline
Claro Advisors Inc.1,922$298K0.04%-4713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,903$295K0.01%+10013F-HRTimelineGroup
Legacy Edge Advisors, LLC1,883$292K0.03%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,864$289K0.01%-23113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,859$288K0.01%+57413F-HRTimeline
ALBION FINANCIAL GROUP /UT1,839$285K0.02%-11613F-HRTimeline
JMN Financial LLC1,834$284K0.28%013F-HRTimeline
Altiora Financial Group, LLC1,831$284K0.05%new13F-HRTimeline
Horst & Graben Wealth Management LLC1,579$282K0.04%013F-HRTimeline
Avantax Planning Partners, Inc.1,811$281K0.01%-88713F-HRTimeline
Goldstein Advisors, LLC1,809$281K0.03%-11313F-HRTimeline
Marble Harbor Investment Counsel, LLC1,800$279K0.03%013F-HRTimeline
Sowell Financial Services LLC1,788$277K0.01%+13813F-HRTimeline
Heritage Family Offices, LLP1,785$277K0.12%013F-HRTimeline
WESBANCO BANK INC1,776$275K0.01%013F-HRTimeline